Binance Coin (BNB) surged past the $900 psychological barrier over the weekend, touching approximately $907 as a perceived regulatory thaw and accelerating institutional investment combined to lift the broader cryptocurrency market. The rally, which saw BNB reclaim a key technical zone, was catalyzed by the U.S. Securities and Exchange Commission’s reported decision to remove crypto from its 2026 priority risk list—a move hailed by former Binance CEO Changpeng Zhao as a potential harbinger of a new ‘Super Cycle.’ With major banks like Wells Fargo and Morgan Stanley deepening their crypto market involvement, traders are now parsing a packed U.S. macroeconomic calendar for clues on whether the bullish momentum can sustain.
about BNB Surges Past $900 as Regulatory Shift Fuels Crypto Optimism
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Novogratz: Crypto Crash Wiped Out 30% of Market Makers
The October cryptocurrency crash represented far more than a typical market correction, systematically eliminating approximately 30% of market makers across key platforms and exposing critical vulnerabilities in crypto’s leverage-dependent ecosystem. Galaxy Digital CEO Mike Novogratz revealed in a recent interview that what began as a technical glitch at Binance cascaded into a systemic event that devastated liquidity providers and retail traders alike. Despite recent Federal Reserve-driven rebounds, the damage to market psychology and structure suggests a painful recovery lies ahead as the industry transitions from speculative narrative to fundamental business reality.
about Novogratz: Crypto Crash Wiped Out 30% of Market MakersBitcoin Custody Shuffle: 87K BTC Moved, Not Sold
Recent blockchain data revealed 87,464 Bitcoin flowing out of institution-tagged wallets within 24 hours, sparking immediate concerns about potential market selling pressure. However, deeper analysis by Timechain Index founder Sani clarifies these movements represent routine custody operations and internal reshuffling rather than institutional exits from Bitcoin positions. The data highlights how Bitcoin’s transparent blockchain can initially exaggerate market movements before proper context reveals standard treasury management practices by major holders like MicroStrategy and BlackRock.
about Bitcoin Custody Shuffle: 87K BTC Moved, Not SoldBitcoin Whale Selloff: On-Chain Nuance vs. Dumping Narrative
Recent Bitcoin price declines have sparked narratives about OG whales dumping their holdings, with over 1 million BTC moving from dormant addresses since June 2024. However, on-chain analysts reveal significant nuance behind these massive coin movements, suggesting not all transfers represent outright selling. The data shows surprising resilience from ETF investors amid the supposed whale exodus, indicating a more complex market dynamic than surface-level readings suggest.
about Bitcoin Whale Selloff: On-Chain Nuance vs. Dumping NarrativeTom Lee Warns Bitcoin Could Still Drop 50% Despite ETF Hype
BitMine chair Tom Lee has delivered a sobering reality check to Bitcoin investors, warning that the cryptocurrency remains vulnerable to 50% price collapses despite growing institutional adoption through spot Bitcoin ETFs. In a recent interview with crypto entrepreneur Anthony Pompliano, Lee challenged the prevailing market narrative that Bitcoin has matured beyond its volatile nature, pointing to stock market drawdowns as evidence that even established markets experience severe corrections. This cautionary perspective comes as increasing numbers of market participants argue that institutional involvement has brought greater stability to Bitcoin trading.
about Tom Lee Warns Bitcoin Could Still Drop 50% Despite ETF HypeStrategy Adds $18.8M in Bitcoin Using Preferred Shares
Strategy has acquired 168 Bitcoin worth $18.8 million in its third smallest purchase this year, marking a significant shift in funding strategy by utilizing preferred shares instead of common stock issuance. The Tysons Corner, Virginia-based firm continues to accumulate Bitcoin despite recent price volatility, maintaining its massive treasury of approximately 640,400 Bitcoin valued at $71 billion while its stock shows signs of recovery following the announcement.
about Strategy Adds $18.8M in Bitcoin Using Preferred SharesBitcoin Q4 Rally: $200K Target as Demand Surges
Bitcoin is positioned for a dramatic fourth-quarter rally in 2025, with prices potentially surging to $200,000 as institutional and whale demand accelerates at unprecedented rates. According to onchain analytics firm CryptoQuant, spot demand has been rising sharply since midsummer, averaging more than 62,000 BTC in net inflows monthly—a level of buying pressure that has historically preceded major fourth-quarter surges. With Bitcoin trading above key technical levels and multiple major financial institutions echoing the bullish outlook, the stage appears set for one of the most significant bull runs in cryptocurrency history.
about Bitcoin Q4 Rally: $200K Target as Demand SurgesCrypto Treasury Investment Plummets 76% Amid Regulatory Scrutiny
Corporate investment in cryptocurrency treasuries has collapsed by 76% from summer peaks, according to a Bloomberg report that reveals a dramatic reversal in what was once a booming trend. The plunge in Bitcoin purchases by publicly-traded digital-asset treasuries—from 64,000 BTC in July to just 15,500 in September—comes alongside regulatory investigations and catastrophic valuation declines for some treasury firms. This retreat of major institutional buyers has created a precarious market environment, even as crypto ETFs continue to attract substantial capital, highlighting a deepening divide in investor sentiment.
about Crypto Treasury Investment Plummets 76% Amid Regulatory ScrutinyProShares Launches 2x Leveraged Solana & XRP ETFs
ProShares introduced two new leveraged ETFs—ProShares Ultra Solana ETF (SLON) and ProShares Ultra XRP ETF (UXRP)—offering 2x daily returns on Solana and XRP price movements. These funds track futures contracts rather than holding the underlying tokens, similar to ProShares’ existing Bitcoin and Ethereum offerings. CEO Michael Sapir highlighted the demand for leveraged exposure to high-throughput blockchains like Solana and XRP. The ETFs are designed for experienced traders, as daily leverage resets can magnify gains or losses quickly. ProShares now manages 12 crypto-linked ETFs and three mutual funds, totaling over $1.5 billion in assets. The firm reiterated that its products avoid direct crypto custody by using regulated futures contracts. Regulatory hurdles continue to limit competitors to futures-based structures.
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